LED market conditions are difficult to measure

The LED industry is changing fast, and orders often come and go. In the face of changes in market conditions, the Japanese factory actively waved to the Taiwan factory, the Korean factory Samsung gradually faded out, and the Chinese mainland had strong financial support, and continued to expand production. The Japanese factory is waving to the Taiwanese factory. The Asian LED factory has more resources in Japan, and the Japanese Yahua (Nichia)Toyota synthesis (TG) With patents and technical energy, it has a high share in Japan, Europe and the high-end application market. However, the Japanese factory also has Topics. For example, the Chinese market that does not pay attention to patents rarely uses Japanese grains unless the customer specifically specifies. In addition, the advantages of the Japanese factory in the high-end market have also begun to change. The LED backlight grain used by Apple iPhone used to be the only one in the past. This year, there were three manufacturers in the iPhone6, and the Taiwanese Crystal was once named. Industry insiders said that this is in line with Apple's decentralized supplier strategy and also reflects the challenges facing the Japanese factory. Aware of the market changes, the Japanese Asian chemical October this year made a public speech and was seen as actively waving to the Taiwan factory. Riyahua said that in response to China's rise, Taiwan and Japan can expand cooperation. He was also asked if he could reconcile with the Yiguang lawsuit, and also released a goodwill response: if the high-level interaction is good. South Korea's Samsung gradually faded out. On the other hand, South Korea's Samsung is difficult to support the upstream LED epitaxial production capacity due to the decline in the group's TV and mobile phone performance. Under this situation, samsung, which has become accustomed to semiconductors with a gross profit margin of 50%, is less interested in the LED grain industry with a gross profit margin of only 20% and begins to fade out. Mainland China's financial subsidies to expand the production of mainland China's LED grain plants in the past lack of technical energy, limited to low-end markets. However, relying on strong funds, expanding production, mergers and acquisitions, and gradually sitting. It is understood that after Philips, a big customer of Jingdian, independent of its packaging plant Lumileds, Luchang Sanan has opened a high price to express its willingness to buy shares. If it is completed, Philips will use Sanan grain in the future, which will crowd out other grain factories. Jingdian merged this year, and the upstream integration enjoyed more economic scale. However, as the power of competitors in Japan and South Korea grows, they will face a fantastic journey of market fluctuations in the next year.